Manning & Napier Investor Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
67
Avg account
$0

Firm details

Headquarters
Fairport, New York
CRD number
26266
Registered since
June 15, 1990

Firm profile

FINTRX

Overview

Manning & Napier Investor Services, Inc. is organized as a corporation and is identified in source records with ownership described as a combination of a domestic entity and an individual. The firm's internal classification is listed as unclassified, and several operational flags in the dataset indicate it does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not designated as a related adviser or newly formed adviser. The available disclosures for this entity are sparse: the provided dataset does not include details about its advisory activities, client segments, fee schedules, or investment strategies. Where specific operational attributes are recorded, they are limited to the structural and boolean items noted above rather than descriptions of how the firm manages assets or serves clients.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Aaron Mcgreevy

    Aaron Mcgreevy

    Chief Distribution OfficerCRD 5541148

  • Paul Battaglia

    Paul Battaglia

    Chief Financial OfficerCRD 6007994

Contacts

3 of 65
  • Ioannis Profylienos

    Ioannis Profylienos

    Senior Financial ConsultantCRD 5748613

  • Rebecca Galliford

    Rebecca Galliford

    Financial ConsultantCRD 5757790

  • Susan Pilon

    Susan Pilon

    Senior Financial ConsultantCRD 4382906

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fairport, NY

Monroe

Location

Fairport, NY

Headquartered in Fairport, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
290 Woodcliff Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth